The Best Way for Financial Advisors to Book More Client Meetings

Whether you’re onboarding new investment clients or closing a mortgage deal, you want to quickly pair customers with the right experts. 

Give Your Financial Advisors Superpowers

Connect customers with experts fast

Improve satisfaction and speed up sales

Drive data-based decisions

Engage your customers in a seamless experience to maximize their satisfaction and speed up the sales process.

Skedify lets you focus on providing excellent customer service,  instead of manual and ineffective follow-ups.

Use Appointment Scheduling software to foster strong relationships with your customers.

Let your customers schedule an appointment with the right person at their convenience, in-branch or through video.

Gain actionable insights into your advisor performance across your network.

Our immersive analytics lets you assess your remote team's efficiency by different topics, availability hours, and customer satisfaction levels. 

Let Customers Schedule Appointments Where and When They Want

In-branch meetings

Video Meetings

On-location meetings

Book more meetings by letting your clients self-schedule an appointment with the right expert while staying in full control over your team's availability. 

With our integrated video meetings, your clients can get all the answers to their questions without ever leaving their desk. A simple click on a link and voilà!

Meet your clients at their preferred location. You determine how far advisors can go and for which topics meetings can take place outside of the office.

Businesses that rely on Skedify to fill their schedule.

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What do Customers Expect from Financial Service providers

Read our industry report and see why Skedify is the right solution for Financial services

Request your free demo and boost your business growth in a matter of days.

Our team is here to help you. 

We offer step by step guidance from the first exploration call to the product rollout.

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